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Analytics

Analytics provides powerful insights into your engagement strategy through customizable dashboards and data visualizations. This guide covers dashboard management, widget creation, and best practices for effective analytics.

Overview​

The analytics platform allows you to:

  • Create multiple focused dashboards for different reporting needs
  • Configure widgets to display specific metrics and KPIs
  • Customize visualizations and data presentation
  • Export data for further analysis
  • Track real-time engagement metrics

Managing dashboards​

Create separate dashboards to focus on specific areas like onboarding, training, or sales performance. Each dashboard can be customized with relevant widgets and saved for future use.

Dashboard controls​

The dashboard controls in the top right corner provide these functions:

Managing analytics dashboards
  • Create new dashboard: Clears the current dashboard after prompting to save changes
  • Load dashboard: Opens a window to load, clone or delete existing dashboards
  • Save dashboard: Names and saves the current dashboard configuration

Dashboard naming​

Analytics dashboard name

New dashboards show as "Analytics - Unsaved Dashboard" until saved. Changes are marked with a red asterisk and stored locally until permanently saved.

Dashboard toolbar​

Analytics dashboard options

The toolbar provides:

  • Edit toggle: Prevents accidental dashboard modifications
  • Add widget: Creates new data visualizations
  • Full screen: Maximizes dashboard view

Working with widgets​

Creating widgets​

When adding a new widget, configure:

Name: Display name in the dashboard

Data type:

  • Activities: Tracks activities received through the API
  • Behaviours: Monitors behaviour performance
  • Rewards: Records reward unlocks and earnings
  • Points: Tracks points earned, redeemed or expired
  • Users: Monitors user creation, deletion and membership changes

Report type:

  • Daily: Shows data type frequency per day
  • Cumulative: Displays total counts over time
  • By User: Tracks unique users per activity (not available for points/users)

Tag filtering: Compare metrics across different tagged segments

Widget settings​

Analytics dashboard widget settings

Available settings include:

  • Chart type: Line, area or pie chart options
  • Zoom control: Enables detailed data inspection
  • Legend position: Customizable legend placement
  • Date range: Primary and comparison period selection
  • CSV export: Downloads widget data
  • Refresh: Updates widget data
  • Configuration: Modifies widget setup
  • Delete: Removes widget from dashboard

Note: When editing is disabled, only temporary changes are allowed.

Best practices​

Dashboard organization​

  • Group related metrics together
  • Limit widgets per dashboard for better performance
  • Use consistent naming conventions
  • Create focused dashboards for specific teams/purposes

Data visualization​

  • Choose appropriate chart types for your data
  • Use comparison periods to identify trends
  • Enable zooming for detailed analysis
  • Regular data refresh for real-time monitoring

Performance considerations​

  • Limit the number of widgets with real-time updates
  • Use appropriate date ranges to optimize loading
  • Consider exporting data for heavy analysis

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